2024-06-26 17:43:11 ET
Summary
- Inflation and interest rates are remaining high.
- Inflation is not really going down, and inflation expectations are going to make the figure resistant to decline.
- We aren't even seeing unemployment kick in to pressure inflation rates given current rates.
- Maturity walls are less of a threat, and the only outstanding concern the Fed might have is the health of commercial real estate.
- We think there are still disappointments incoming for long-duration fixed income held by iShares 10-20 Year Treasury Bond ETF.
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TLH: Inflation Highly Likely To Stay High, Save Commercial Real Estate Threat